Plan Snapshot
- Plan Sponsor: Savannah Distributing Co., INC.
- Sponsor EIN: 581099631
- Sponsor Address: 11 INTERCHANGE DRIVE, SAVANNAH, GA, 31415
- Plan Type: 401(k)
- Total Participants: 533
- Total Assets: $18.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 533 | $18.1M | $519,577 | $1.3M |
| 2023 | 527 | $15.1M | $395,071 | $1.2M |
| 2022 | 505 | $11.8M | $403,992 | $1.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FINTRUST CAPITAL ADVISORS, LLC | INVESTMENT ADVISORY | $43,612 | — | $43,612 |
| STANCORP FINANCIAL GROUP | RECORDKEEPER AND SERVICES | $28,218 | — | $28,218 |
| SYMPHONA, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — RECORDKEEPER AND SERVICES
- SYMPHONA, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,830
- Estimated Expense Ratio: 0.396% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $71,830 | $43,612 | $28,218 | — | — |
| 2023 | $60,190 | $34,689 | $25,501 | — | — |
| 2022 | $58,513 | — | $58,513 | — | — |